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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
1326
Advanced Research Investment Solutions
California
$17K -$10.3K -50 -37%
GLLW
1327
Graves Light Lenhart Wealth
Virginia
$17K
TFM
1328
TFC Financial Management
Massachusetts
$17K
WWM
1329
Wolff Wiese Magana
California
$17K +$824 +4 +5%
AIP
1330
Ahrens Investment Partners
Louisiana
$16K
DWA
1331
Delos Wealth Advisors
Texas
$16K
RG
1332
Retirement Group
California
$16K
WWMSC
1333
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$16.9K +82 New
CCM
1334
Copeland Capital Management
Pennsylvania
$14K
SWA
1335
Sutton Wealth Advisors
Florida
$13K +$1.24K +6 +10%
COCM
1336
Charter Oak Capital Management
New Hampshire
$12K -$10.3K -50 -46%
SIS
1337
Sound Income Strategies
Florida
$12K -$4.33K -21 -25%
CAL
1338
Capital Analysts LLC
Pennsylvania
$12K
GFPC
1339
Global Financial Private Client
Florida
$11.1K +$10.7K +52 +1,300%
PFGIA
1340
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$1.65K -8 -12%
AIM
1341
Arcadia Investment Management
Michigan
$11K
SC
1342
Sierra Capital
Florida
$10K -$2.47K -12 -19%
GKIM
1343
GW&K Investment Management
Massachusetts
$10K +$4.74K +23 +77%
FGAM
1344
Financial Gravity Asset Management
Texas
$9.05K -$89.4K -434 -9%
C
1345
Covestor
United Kingdom
$9K
OAJ
1346
Ogorek Anthony Joseph
New York
$9K
TJHA
1347
Thomas J. Herzfeld Advisors
Florida
$9K
LF
1348
Lee Financial
Texas
$9K +$1.03K +5 +12%
TWP
1349
TFO Wealth Partners
Ohio
$9K +$9.68K +47 New
MBFW
1350
Morton Brown Family Wealth
Pennsylvania
$9K +$9.89K +48 New

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.